IMO JBII is no (credible) threat to BIG OIL...
IN FACT the JBII P2O process helps extend (a very small percentage of) the petro-based resources which certainly does not threaten BIG OIL's primary-supplier role,
makes hydrocarbon-based plastics utilization a "greener" experience for the planet,
and keeps waste plastic OUT OF landfills once a "throw away" consumer has used plastic items all he intends to!
IN FACT, CLEAN COAL is a far greater threat to BIG OIL than JBII converting scrap plastic to fuel!
"I call investing the greatest business in the world because you never have to swing... All day you wait for the pitch you like,... The problem when you're a money manager is that your fans keep yelling, 'Swing. you bum!'"
W. Buffett